Unclaimed Profile

Jr. Philip Wetzel

FWPAM, L.L.C.·FORT WORTH, Texas

SIE, Series 7, Series 24, Series 66Clean record26 years registeredFWPAM, L.L.C.

515 HOUSTON STREET, FORT WORTH, TX 76102CRD# 4141560Firm CRD# 146832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jr. Philip Wetzel · FORT WORTH, TX

Registration

CRD #4141560 · FWPAM, L.L.C. · 26 years registered

Brand Profile

Not yet started

Career History

STRATEGIC FINANCIAL CONCEPTS, LLC

Feb 2019 – present

WWK WEALTH ADVISORS

Mar 2009 – Jul 2019

FORT WORTH, TX

LPL FINANCIAL CORPORATION

Aug 2003 – Dec 2009

FT WORTH, TX

UBS FINANCIAL SERVICES INC.

Aug 2000 – Aug 2003

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 14, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FWPAM, L.L.C.

CRD 146832 · SEC 801-69953

AUM

$253M

Regulatory assets under management

Employees

529 client accounts

Services offered by FWPAM, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FWPAM, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Jr. Philip Wetzel offer?

Jr. Philip Wetzel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Jr. Philip Wetzel's credentials?

Jr. Philip Wetzel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jr. Philip Wetzel located?

Jr. Philip Wetzel is based in FORT WORTH, Texas, working with FWPAM, L.L.C.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Jr. Philip Wetzel charge for services?

Jr. Philip Wetzel's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FWPAM, L.L.C.?

FWPAM, L.L.C. has approximately 3 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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